Industry leading compliance and protection from regulatory updates to attorney-built compliance and security documentation templates. Use pre-built client letters to give the companies you work with peace of mind and always stay up to date with law.

Get accredited with 
Practice Protect

The Accounting Data Security Standard (ADSS) is the gold standard in data protection for accountants, worldwide.

The need for a standard
As cybersecurity becomes more important, upholding the standards and protocols related to systems access is more important than ever. Did you know that accountants are often targeted by cyber criminals as the custodians of sensitive client data?

The next step
Practice Protect is built to mitigate risk and drive scalability for the modern accounting firm as it becomes more reliant on the cloud. With application and email level security built in, and supported by human advisory, we go one step forward, offering accreditation for firms willing to opt in and aim for the benchmark. The Accounting Data Security Standard (ADSS) is a global standard to manage the storage, sharing and management of sensitive data within your accounting firm. It’s a trust mark for clients and prospects that their data is of the utmost importance.

Opt in and no fee
As a part of our compliance hub, Practice Protect customers have the opportunity to become accredited after completing onboarding, team training and a written test. Keeping the ADSS accreditation is at no additional cost to you for as long as you’re a Practice Protect customer.

The compliance hub includes

Client Trust Document Pack
Client Trust Document Pack

Ready-to-use letters and one pagers to give clients (and prospects) peace of mind around data security processes.

Employee Onboarding Pack
Employee Onboarding Pack

Easy and packaged onboarding packs to bring your new employees up to speed on cyber security, no matter where they are.

Data Security Certification Badges
Data Security Certification Badges

Complete the ADSS data security entry requirements and earn the global accounting data security certification.

IRS Compliant Docs & Information Security Plan
IRS Compliant Docs & Information Security Plan

IRS-ready compliance docs (aligned to publication 4457, section 7216 and section 6713).

Cyber Insurance Policy Info Pack
Cyber Insurance Policy Info Pack

Ready-to-go insurance information pack to pass on to your preferred cyber insurer to assist with competitive pricing.

Internal Data & Internet Usage Policy
Internal Data & Internet Usage Policy

Plug-and-play data security and internet usage policy.

Third-Party Access Agreement Template
Third-Party Access Agreement Template

Third party access agreements ensure that application access does not become a weakness and compliance gap in your business.

The Other Hubs

The Security Hub
The Advisory Hub
The Access Hub
ADSS Accrediation

“This has helped with my security, with me being up in the middle of the night, worried about our client data. I don’t do that anymore because it’s all securely protected by single sign-on and auto-generates. I just don’t have to worry about that.”

Jamie E. O’Kane, CPA

“While we were vetting Practice Protect, one of our clients had a hack. So we’re having this discussion on the one hand with a client who’s freaking out, and then on the other hand with Practice Protect, and I’m just like, “This is a no brainer, sign us up.” Don’t be a statistic.”

Jonathan Rivlin, CPA

“You gave us a lot of support during that process, it was smooth and user-friendly. The team did a great job of holding my hand through the process.”

Anthony D’Alba, Integrated Bookkeeping & Technology

“It’s powerful to be able to see who’s accessed what and when. The one-click staff offboarding is also very easy and valuable.”

Kelly Eke & Peter McCarthy, Precision Taxation Accounting & Management

“It gives me a lot of comfort and I can sleep at night knowing that we’re proactive managing those risks”

Rob Petagna, Argentum Consulting

“The amount of time that Practice Protect is saving us in a day, especially our bookkeeper; is amazing. We love it!”

Leah Oliver, Minnik Chartered Accountants

“We have expanded our remote team across Australia and overseas. We wanted something to be quick and easy to set them up”

Donna Stakelum, River City Bookkeeping

“It doesn’t matter how well you think you’re covered, you still need to have a whole lot of precautions in place as well. And one of the precautions we have now is Practice Protect.

Sam Rotberg, AS Partners

“You have blown it out of the ballpark! This has been the easiest out of any implementation we’ve been through. You’ve been a dream to deal with.”

Tanya Munro, Evolve Online Bookkeeping & PJT Accountants
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